Civic Intelligence

Monroe County Historical Association Endowment 005783

990 • Fiscal year 2013 • EIN 23-7666937

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 13, 2014

Organization ProfileN/A
Essa Asset Mgmt Tr 744 Main St18360

(570) 476-3900

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

24th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Net Margin

71st percentile

14%

Higher net margin than 71% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

51st percentile

$6,330

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 17.0% of source-year revenue.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets24th percentile

Assets

$614,852

No earlier filing loaded for comparison.

Net Assets

$614,852

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin71st percentile

Revenue

$37,221

No earlier filing loaded for comparison.

Expenses

$32,021

No earlier filing loaded for comparison.

Net Income

$5,200

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2013: $614,852Liabilities 2013: $0Net Assets 2013: $614,8522013Assets 2016: $1,228,574Liabilities 2016: $0Net Assets 2016: $1,228,5742016Assets 2017: $1,253,801Liabilities 2017: $0Net Assets 2017: $1,253,8012017Assets 2019: $1,244,265Liabilities 2019: $0Net Assets 2019: $1,244,2652019Assets 2020: $1,194,977Liabilities 2020: $0Net Assets 2020: $1,194,9772020Assets 2021: $1,274,971Liabilities 2021: $0Net Assets 2021: $1,274,9712021Assets 2022: $1,253,296Liabilities 2022: $0Net Assets 2022: $1,253,2962022Assets 2023: $1,214,857Liabilities 2023: $0Net Assets 2023: $1,214,8572023Assets 2024: $1,227,135Liabilities 2024: $0Net Assets 2024: $1,227,1352024

Highlighted filing

2013

Assets$614,852
Liabilities$0
Net Assets$614,852
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2013: $37,221Expenses 2013: $32,021Net Income 2013: $5,2002013Revenue 2016: $7,918Expenses 2016: $49,807Net Income 2016: -$41,8892016Revenue 2017: $84,571Expenses 2017: $58,154Net Income 2017: $26,4172017Revenue 2019: $63,498Expenses 2019: $66,708Net Income 2019: -$3,2102019Revenue 2020: $22,445Expenses 2020: $68,263Net Income 2020: -$45,8182020Revenue 2021: $149,167Expenses 2021: $70,835Net Income 2021: $78,3322021Revenue 2022: $53,465Expenses 2022: $74,319Net Income 2022: -$20,8542022Revenue 2023: $34,054Expenses 2023: $71,717Net Income 2023: -$37,6632023Revenue 2024: $84,051Expenses 2024: $71,531Net Income 2024: $12,5202024

Highlighted filing

2013

Revenue$37,221
Expenses$32,021
Net Income$5,200
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 13, 2014
Return Version
2013v3.1
Gross Receipts
$182,468
Mission and Program Overview

Mission

Endowment fund established to provide funds to the monroe county historical association located in stroudsburg, pa.

Endowment fund established to provide funds to the monroe county historical society located in stroudsburg, pa.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$602,770$608,859▲ $6,089
Investments in Publicly Traded Securities$602,421$600,993▼ $1,428
Savings and Temporary Cash Investments$7,231$13,859▲ $6,628
Rtn Earn Endowment Incm Other Fnds$6,882$5,993▼ $889
Total Assets$609,652$614,852▲ $5,200
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$609,652$614,852▲ $5,200
Total Liabilities and Net Assets / Fund Balance$609,652$614,852▲ $5,200
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleBaseTotal
-Trustee$6,330$6,330
Revenue and Support

Revenue Composition

Contributions and Grants
$4,309
Program Service Revenue
$0
Investment Income
$32,912
Other Revenue
$0
All Other Contributions
$4,309
Change in Net Assets
$5,200
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$24,947
Salaries, Compensation, and Employee Benefits$6,330
Other Expenses$744
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$24,947--$24,947
Current Officers, Directors, Trustees, and Key Employees-$6,330-$6,330
All Other Expenses-$744-$744
Total Functional Expenses$24,947$7,074$0$32,021
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
22-2442646-501(c)(3)Funds Used Capital Improvements and Professional Staff Salaries.$24,947
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1A

“Thr governing body consists solely of the corporate trustee, essa bank & trust located in stroudsburg pennsyslvania.”

Explanation for Form 990, Page 6, Part VI, Line 4

“No changes made to organizing document.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“PER 1a ABOVE, THE CORPRATE TRUSTEE DOESN'T CONDUCT SEPERATE MEETINGS FOR THIS TRUST ENDOWMENT FUND. HOWEVER MAY COMMUNICATE WITH GRANTOR TO DETERMINE IF NEEDS ARE BEING MET.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“No committees exist currently.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“The corporate trustee received a copy of this form 990 prior to filing with the authorities.”

Filing and Contact Details

Filer

EIN
23-7666937
Phone
5704763900

Signing Officer

Name
William Evans
Title
Trust Officer
Phone
5704763900
Signed
2014-08-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Evans
Formed
2005
Legal Domicile
Pa
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Preparer
Louis J Derose
Phone
7327679100
Supplemental Narrative

Additional Explanations

Description of Process for Determining Compensation

“Compensation of the corporate trustee is agreed upon by essa bank & trust's current fee schedule, which can be obtained from essa bank & trust by request.”

Description for Making Documents Public

“COPIES OF FORMS 1023 AND 990 CAN BE OBTAINED BY REQUEST FROM THE CORPORATE TRUSTEE DISCLOSED ON LINE 20. FORM 990 CAN ALSO BE OBTAINED VIA THE INTERNET AT http://www.guidestar.org OR http://www.eri-nonprofit-salaries.com/”

Description for Making Documents Public

“Essa bank & trust as corporate trustee does not maintain a sperate conflict of interest policy for each seperate trust.”

Raw XML Appendix282 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/AllOtherExpensesGrp/TotalAmt0744
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IRS990/FormationYr02005
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IRS990/GoverningBodyVotingMembersCnt01
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IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0602421
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IRS990/IRPDocumentCnt00
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0145247
IRS990/LoanOutstandingInd0false
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IRS990/LocalChaptersInd0false
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IRS990/MissionDesc0ENDOWMENT FUND ESTABLISHED TO PROVIDE FUNDS TO THE MONROE COUNTY HISTORICAL SOCIETY LOCATED IN STROUDSBURG, PA.
IRS990/MoreThan5000KToIndividualsInd0false
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IRS990/NetAssetsOrFundBalancesBOYAmt0609652
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IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0WILLIAM EVANS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt09605
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IRS990/PYGrantsAndSimilarPaidAmt024207
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IRS990/PYTotalExpensesAmt034066
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IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt05200
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt032912
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt06882
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt07231
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IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/Contribution35ControlledInd0false
IRS990ScheduleA/ContributionControllerInd0false
IRS990ScheduleA/ContributionFamilyInd0false
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0222442646
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc0MONROE COUNTY HISTOR
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt024947
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd0true
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IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt024947
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FUNDS USED CAPITAL IMPROVEMENTS AND PROFESSIONAL STAFF SALARIES.
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IRS990ScheduleI/RecipientTable/USAddress/State0PA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode018360
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0PER THE TRUST AGREEMENT, THE TRUSTEE SHALL PAY THE NET INCOME ANNUALLY TO THE MONROE COUNTY HISTORICAL ASSN INC TO BE USED FOR SALARIES OF PROFESSIONAL STAFF AND CAPITAL IMPROVEMENTS.
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IRS990ScheduleI/Total501c3OrgCnt01
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THR GOVERNING BODY CONSISTS SOLELY OF THE CORPORATE TRUSTEE, ESSA BANK & TRUST LOCATED IN STROUDSBURG PENNSYSLVANIA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO CHANGES MADE TO ORGANIZING DOCUMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PER 1a ABOVE, THE CORPRATE TRUSTEE DOESN'T CONDUCT SEPERATE MEETINGS FOR THIS TRUST ENDOWMENT FUND. HOWEVER MAY COMMUNICATE WITH GRANTOR TO DETERMINE IF NEEDS ARE BEING MET.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO COMMITTEES EXIST CURRENTLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE CORPORATE TRUSTEE RECEIVED A COPY OF THIS FORM 990 PRIOR TO FILING WITH THE AUTHORITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMPENSATION OF THE CORPORATE TRUSTEE IS AGREED UPON BY ESSA BANK & TRUST'S CURRENT FEE SCHEDULE, WHICH CAN BE OBTAINED FROM ESSA BANK & TRUST BY REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6COPIES OF FORMS 1023 AND 990 CAN BE OBTAINED BY REQUEST FROM THE CORPORATE TRUSTEE DISCLOSED ON LINE 20. FORM 990 CAN ALSO BE OBTAINED VIA THE INTERNET AT http://www.guidestar.org OR http://www.eri-nonprofit-salaries.com/
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ESSA BANK & TRUST AS CORPORATE TRUSTEE DOES NOT MAINTAIN A SPERATE CONFLICT OF INTEREST POLICY FOR EACH SEPERATE TRUST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5DESCRIPTION OF PROCESS FOR DETERMINING COMPENSATION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6DESCRIPTION FOR MAKING DOCUMENTS PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7DESCRIPTION FOR MAKING DOCUMENTS PUBLIC
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ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM EVANS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum05704763900
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-08-13
ReturnHeader/Filer/BusinessName/BusinessNameLine10MONROE COUNTY HISTORICAL ASSN ENDOWMENT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MONR
ReturnHeader/Filer/EIN0237666937
ReturnHeader/Filer/PhoneNum05704763900
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ReturnHeader/Filer/USAddress/City0STROUDSBURG
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode018360
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1099 WOOD AVE SOUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0ISELIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode008830
ReturnHeader/PreparerPersonGrp/PhoneNum07327679100
ReturnHeader/PreparerPersonGrp/PreparationDt02014-08-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LOUIS J DEROSE
ReturnHeader/ReturnTs02014-08-13T15:08:40-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$614,852
Liabilities
$0
Net assets
$614,852
Revenue
$37,221
Expenses
$32,021
Net income
$5,200
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.00$1.23$0.08$0.07$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.21$0.00$1.21$0.03$0.07$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.25$0.00$1.25$0.05$0.07$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.27$0.00$1.27$0.15$0.07$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$0.00$1.19$0.02$0.07$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.24$0.00$1.24$0.06$0.07$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.25$0.00$1.25$0.08$0.06$0.03
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.23$0.00$1.23$0.01$0.05$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.04$0.03$0.01